Page 7 - Newsletter

6 / April 2020
6 7 8 9 10 11 TEAM SELLING
If you’ve not done so already now if the time to to assess your book of business to to see where cross- selling opportunities exist Create a a a a a matrix and check-off which of of the following you are writing for all of your clients: Commercial Lines Lines Employee Benefits Executive Liability Personal Lines Lines 401k and and Life Insurance We have the the best insurance advisors in in in the the world find one to partner with and and cross-sell to each other’s clients GET BACK TO THE BASICS OF PROSPECTING
Identifying ideal prospects starts with a a a a a commitment to researching and pre-qualifying them before you you even reach out Prospects might not be be able to meet with you you today but putting in in in the the time now will leave you all the the more prepared when things do return to to normal LEVERAGE CORE
Make sure all of your clients and and prospects are entered into CORE
and and set-up to to receive the newsletter and and webinar invites that are being sent out Go back and and revisit old prospects reach out and see if they need your help ASK YOUR CLIENTS
FOR REFERRALS
If you’ve stepped up your your game with your your clients and are leveraging the tools we have to to assist them them with the the the the the challenges they’re currently facing now is the the the the the time to ask them them for a a a a a referral Just like you you want want to see them be successful they want want the the the same for you you Just ask!
REACH BACK OUT TO FORMER CLIENTS
For one reason or or or another you probably have former clients that chose to go elsewhere because they they thought the the the grass might be greener Today they they may have new needs and a a a a a a different view on their broker’s value proposition What harm is there in in in in checking in in in in and seeing if you can help?
HOST A A A WEBINAR WITH A A A CENTER OF INFLUENCE
Assuming you’ve addressed #3 above considering partnering up with one of of your centers of of influence to to to co-host a a a a a a a webinar focused on issues relevant today It doesn’t have to to to be a a a a a a a masterpiece it needs to to be timely and and informative Do that and and you’ll have a a a a a a host of new prospects to to fill your pipeline